WealthShield’s VanEck Short Muni ETF SMB Stock Holding History

WealthShield’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$279K	Buy	+16,169	New	+$282K	0.17%	102

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthShield's SMB Position: Q4 2017 in Review

WealthShield opened a new position in VanEck Short Muni ETF (SMB) in Q4 2017: 16,169 shares worth $279K. The stake represents 0.17% of the portfolio and ranks #102 among its holdings.

77 funds tracked by Wall St. Rank hold SMB as of Q4 2017.

WealthShield held 16,169 shares of VanEck Short Muni ETF worth $279K as of Q4 2017.
VanEck Short Muni ETF was a new WealthShield position in Q4 2017.
VanEck Short Muni ETF made up 0.17% of WealthShield's portfolio in Q4 2017, its #102 holding.
77 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.